Built for the RIA
back office.

This agreement is intended for firms that

• § 1.015 to 50 employees, $250M to $5B AUM
• § 1.02Document-heavy practice — alts, trusts, concentrated equity, multi-family offices, fund-of-funds
• § 1.03Operations team is the bottleneck on household growth
• § 1.04Compliance officer involved in vendor selection
• § 1.05Already paying for Wealthbox, Redtail, Orion, or Black Diamond

1. § 3.01Discovery call — we ask about your form library, custodian mix, and ops bottlenecks
2. § 3.02Demo — we run Guided Fill on a real sub-doc from your firm, not a generic sample
3. § 3.03Thirty-day pilot — one advisor team, one custodian, your actual paperwork
4. § 3.04Compliance review — security questionnaire, data-flow doc, ZDR attestations
5. § 3.05Annual contract — per-household pricing, no per-seat surprises

Sales cycle: thirty to ninety days for SMB RIAs; longer for firms above two billion AUM.

For procurement and operations teams sizing up the platform in its current form

• § 4.01Workflows — Maestro-style automation, but for the wealth-management back-office. Declarative trigger → conditions → actions, with per-org isolation enforced at three layers.
• § 4.02Your existing Claude or ChatGPT can query your data — bearer-token MCP integration with audit lineage. No new client app for the advisor to learn.
• § 4.03Define once, extract forever — type templates for ADV, K-1, subscription agreements, and other repeating documents.
• § 4.0467 trust-boundary tests, immutable audit log, fail-closed consent gate. See /security and /buyers.
• § 4.05Matrix — pose the same questions of an entire document stack and read cited answers in a single grid. Built for diligence runs, K-1 sweeps, and ADV comparisons across managers. See /platform.